Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

Phased retirement: The financial implications to consider

November 15, 2019
More retirees are choosing a phased approach to giving up work. But there are financial implications to consider if you’re thinking about phased retirement. Read more

7 ways to reduce Inheritance Tax and leave more for your family

November 15, 2019
The amount of tax being paid on death has risen in recent years. But there are things you can do to reduce Inheritance Tax and leave more to loved ones. Read more

Investment Commentary: Monthly Bulletin October 2019

November 4, 2019
October has been a mixed month for markets with the UK ending lower and for domestic investors, a strengthening Sterling negating the gains made in Global markets. Read more

Growth vs income: How investment strategies differ

October 22, 2019
When it comes to investing an important question to answer is; growth or income? Investment aspirations should have an impact on how you invest your hard-earned savings. Read more

Meet the team
Independently owned and run

What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey